Connect Clarra to Goyzer

Both apps 81Clarra 46Goyzer 35

• Trigger
  Expense Forecast Updated

  Triggers when an expense forecast is updated in Clarra.

• Trigger
  New Expense Forecast

  Triggers when a new expense forecast is added in Clarra.

• Trigger
  New Individual Contact

  Triggers when a new individual contact is created in Clarra.

• Trigger
  New Payment

  Triggers when a new payment is added in Clarra.

• Trigger
  New Plaintiff

  Triggers when a new plaintiff is added in Clarra.

• Trigger
  New Recovery Distibution

  Triggers when a new recovery distribution is added in Clarra.

• Trigger
  New Recovery Phase

  Triggers when a new recovery phase is added in Clarra.

• Trigger
  New Recovery Transaction

  Triggers when a new recovery transaction is added in Clarra.

• Trigger
  New Timeslip

  Triggers when a new timeslip is created in Clarra.

• Trigger
  Payment Updated

  Triggers when a payment is updated in Clarra.

• Trigger
  Recovery Distibution Updated

  Triggers when a recovery distribution is updated in Clarra.

• Trigger
  Recovery Party

  Triggers when a new recovery party is added in Clarra.

• Trigger
  Recovery Transaction Updated

  Triggers when a recovery transaction is updated in Clarra.

• Trigger
  Revenue Forecast Updated

  Triggers when a revenue forecast is updated in Clarra.

• Action
  Create Account

  Creates a new accounting Account in Clarra, with its owner, type, balance and billing and primary contact details.

• Action
  Create ClarraDocs Item

  Creates a ClarraDocs item (a document record with optional attached file) on a matter in Clarra.

• Action
  Create Company Contact

  Creates a company contact in Clarra with its name, website, email and phone.

• Action
  Create Event

  Creates a calendar event in Clarra, optionally on a matter.

• Action
  Create Expense

  Creates a new expense in Clarra, with its amount, date, vendor, accounting codes and matter splits.

• Action
  Create Expense Forecast

  Creates an expense forecast in Clarra, optionally linked to a matter, vendor, expense category and code.

• Action
  Create Individual Contact

  Creates an individual contact in Clarra with name, company, title, email and phone.

• Action
  Create Invoice by Client

  Generates an invoice for a client in Clarra, billing that client's timeslips, expenses and revenue forecasts within a date range.

• Action
  Create Matter

  Creates a matter in Clarra with its name, number, status, type and court details.

• Action
  Create Payment

  Creates a payment in Clarra, recording the amount, date, payor and payee accounts, method and status, and optionally applying it to invoices, expenses or matters.

• Action
  Create Plaintiff Note

  Creates a new note on a plaintiff in Clarra.

• Action
  Create Recovery Distibution

  Creates a recovery distribution on a recovery transaction in Clarra, recording the payee, amount and dates.

• Action
  Create Recovery Party

  Creates a recovery party on a Clarra matter, linking a contact with a recovery party type and fee/cost amounts.

• Action
  Create Recovery Phase

  Creates a recovery phase on a matter in Clarra, with its phase type, party, amount, date and notes.

• Action
  Create Recovery Transaction

  Creates a recovery transaction on a Clarra matter, recording the paying and receiving parties, amount and dates.

• Action
  Create Timeslip

  Creates a timeslip (time entry) in Clarra, optionally on a matter.

• Action
  Find Communications Log

  Searches communication logs (emails, texts, calls) by subject, sender, recipient, matter, date range and other criteria, returning the matching logs.

• Action
  Find Expense

  Searches expenses in Clarra by expense number, description, matter, vendor or other criteria and returns the matching expenses.

• Action
  Find Expense Forecast

  Finds expense forecasts matching a matter, vendor, date, amount, category or other filters. Returns up to 100 matches.

• Action
  Find Recovery Phase

  Finds recovery phases matching the given ID, phase type, matter, party, amount, date or notes.

• Action
  Find Revenue Forecast

  Searches revenue forecasts in Clarra by matter, payor, payee, amount, dates and other filters, returning up to 100 matches.

• Action
  Find Timeslip

  Finds timeslips matching the criteria you give, such as timeslip ID, timekeeper, matter, date or description.

• Action
  Update Account

  Updates an existing account in Clarra, changing only the details you fill in.

• Action
  Update Expense

  Updates an existing expense in Clarra. Only the fields you fill in are changed.

• Action
  Update Invoice

  Updates an existing invoice in Clarra, such as its number, dates, terms, status, billed contact, accounts, notes and line items.

• Action
  Update Payment

  Updates an existing payment in Clarra, such as its amount, date, status, method, accounts or notes.

• Action
  Update Plaintiff Note

  Updates an existing plaintiff note in Clarra, such as its text, date, activity code or task code.

• Action
  Update Plaintiff Profile

  Updates an existing plaintiff's profile in Clarra, including contact details, address, linked matters and contacts, custom fields and profile form answers.

• Action
  Update Recovery Party

  Updates an existing recovery party in Clarra, including its contact, party type, fees and costs.

• Action
  Update Recovery Phase

  Updates an existing recovery phase in Clarra, such as its type, party, amount, date or notes.

• Action
  Update Recovery Transaction

  Updates an existing recovery transaction in Clarra, such as its amount, dates, paying and receiving parties, or notes.

• Action
  Update Timeslip

  Updates an existing timeslip in Clarra, such as its date, duration, timekeeper, billing details, matter or notes.

• Action
  Add Lead

  Creates a new lead (contact) in your Goyzer CRM with their name, phone, email and requirement, and reports whether the client already existed.

• Action
  List Agents

  Returns the agents (sales and leasing staff) in your Goyzer account with their name, phone and email. Pass an agent ID to return just that agent.

• Action
  List Amenities

  Returns the amenity records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Bedroom Options

  Returns the bedroom option records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List budgets

  Returns the budget options configured in Goyzer, optionally filtered by budget, unit type or requirement type.

• Action
  List Cities

  Returns the city records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Communities

  Returns the community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Companies

  Returns the company records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Contact Methods

  Returns the contact method records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Contact Types

  Returns the contact type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Countries

  Returns the country records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Districts

  Returns the district records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Facilities

  Returns the facility records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List fitting fixtures

  Returns the fittings and fixtures defined in Goyzer, optionally limited to one fitting/fixture.

• Action
  List Lead Stages

  Returns the lead stage records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Media Names

  Returns the media name (lead source) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Media Types

  Returns the media type (lead source type) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Nationalities

  Returns the nationality records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Projects

  Returns the project records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Properties

  Returns the property records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List rent listings

  Returns rental unit listings from Goyzer, optionally filtered by location, price, bedrooms and size.

• Action
  List Requirement Types

  Returns the requirement type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List sales listings

  Returns units listed for sale in Goyzer, filtered by price, bedrooms, location, area and property.

• Action
  List sold listings

  Returns sold property listings from Goyzer, optionally filtered by bedrooms, price, location and size.

• Action
  List States

  Returns the state records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Sub Communities

  Returns the sub-community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Titles

  Returns the title (Mr, Mrs, ...) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Categories

  Returns the unit category records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Sub Types

  Returns the unit sub-type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Views

  Returns the unit view records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List updated projects for sale

  Returns the projects for sale that were recently updated in Goyzer, including whether each was deleted or published to the web.

• Action
  List updated units for lease

  Returns the units for lease that have recently been updated in Goyzer, including whether each was deleted or is published to the web.

• Action
  List updated units for sale

  Returns the units for sale that were recently added, changed or deleted in Goyzer.

• Action
  Update agent feedback rating

  Updates the agent feedback rating and remarks on a Goyzer lead.

• Action
  Update direct marketing

  Updates a contact's direct marketing preferences in Goyzer, identified by contact ID or email.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.